# MK3 Wealth LLC

> MK3 Wealth LLC is an SEC-registered investment advisory firm in Cherry Hill, NJ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 305760
- Filed as: MK3 WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cherry Hill, NJ
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305760
- AdvisorCensus page: https://advisorcensus.com/firm/mk3-wealth-llc-cherry-hill-nj-305760

## Quick answers

**How is MK3 Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), MK3 Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does MK3 Wealth LLC charge?**
Its Form ADV Part 2A brochure dated April 15, 2026 states: Up to $500,000: 1.5% a year; $500,001 to $1,000,000: 1.25% a year; $1,000,001 to $10,000,000: 1% a year; Above $10,000,001: 0.75% a year; Hourly rate: $400 an hour (financial planning and consulting); Flat fee: $1,000 to $25,000 (financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is MK3 Wealth LLC located?**
MK3 Wealth LLC's principal office is in Cherry Hill, NJ, according to its Form ADV.

**Is MK3 Wealth LLC registered with the SEC or a state?**
MK3 Wealth LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 305760.

**How much does MK3 Wealth LLC manage?**
MK3 Wealth LLC reports $113,141,146 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does MK3 Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (29).

**Which custodians does MK3 Wealth LLC use?**
MK3 Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does MK3 Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305760

**What changed in MK3 Wealth LLC's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 15, 2026)

- Up to $500,000: 1.5% a year
- $500,001 to $1,000,000: 1.25% a year
- $1,000,001 to $10,000,000: 1% a year
- Above $10,000,001: 0.75% a year

> MK3 Wealth ’s investment management fee schedule (“Advisory Fees”) for accounts managed by MK3 Wealth is based on a percentage of assets (generally net of any debit balances) and is set forth below.

> 0 - $500,000 1.50%

> $500,001 - $1,000,000 1.25%

> 1,000,001 – 10,000,000 1.00%

> All assets in excess of $10 million 0.75%

- Hourly rate: $400 an hour (financial planning and consulting)

> MK3 Wealth’s financial planning and consulting fees are negotiable, but generally are $ 400 on an hourly rate basis

- Flat fee: $1,000 to $25,000 (financial planning and consulting)

> from $1,000 to $25,000 on a fixed fee basis, depending upon the level and scope of the service(s) required

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $113,141,146
- Discretionary: $113,141,146
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $24,622,599 |
| High net worth individuals | 29 | $78,770,755 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $7,472,424 |
| Charitable organizations | Fewer than 5 | $447,840 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,827,528 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mk3wealth.com
- Facebook @MK3Wealth
- LinkedIn @matthew-s-montenero-cfp®-mba-6a5a785b

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. MK3 Wealth LLC (CRD 305760): Form ADV filing data as of October 2026.